Client Service Fundamentals
Covers strategies for excellent client service, including how to understand your client's role, structure clear advice, stay responsive, and build trust.
Short, practical videos with quizzes and summaries.
See all 366Covers strategies for excellent client service, including how to understand your client's role, structure clear advice, stay responsive, and build trust.
Discussion of how to take an expert deposition, including rules and procedure, preparing for the deposition, challenging an expert’s opinions, strategic considerations, and questioning techniques.
A look at security interests, including different types of collateral, how security interests are created through attachment, the perfection process, and lien priority. This course also includes an introduction to Article 9 of the UCC.
A short guide to using Copilot in Microsoft Outlook, using an example of writing a business development email.
The formatting tools available in Excel that can make worksheets clean and easy to follow. Includes text wrapping, cell alignment, and formatting numbers and dates.
The Underwriting Agreement contains the main business terms of the deal between the issuer and the underwriters. This course provides a walkthrough of a typical Underwriting Agreement, using an example from Blue Apron's IPO, with explanations of its main provisions.
Curated course lists for self-paced learning, with CLE available in most MCLE states.
See all 62This program covers the structure of private equity funds, key deal types, how PE firms approach transactions, and the differences between strategic M&A and Private Equity M&A.
An introduction to finance and accounting basics including valuation, statistics, data visualization, and where to find financial information about a company. This track also provides an introduction to Excel and explains how to perform present and future value calculations.
This track explores how private equity deals are financed, how management incentives are structured, and the strategies funds use to create value.
Explains the main documents involved in venture financing deals, including key legal and business points and considerations for drafting and reviewing the documents. Documents covered include amended and restated certificates of incorporation, stock purchase agreements, voting agreements, convertible notes, and more.
An introduction to different types of securities and securities offerings, including an overview of the IPO process, greenshoe options, follow-on offerings, and shelf registrations and takedowns.
Drafting tips and strategic considerations for specific key motions, including motions to dismiss, preliminary injunctions and TROs, discovery motions, and motions for leave to amend.